Historial de carrera de Jake Marshall
Antiguos cargos conocidos de Jake Marshall.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Kings Point Capital Management LLC
 Kings Point Capital Management LLC Investment ManagersFinance Kings Point Capital Management LLC (KPCM) is a wealth management firm headquartered in Great Neck, New York. The firm was founded by Jack Salzman and Jeffrey Bates in 1998. They were acquired by Wealth Enhancement Group LLC in 2022. KPCM provides investment consulting and investment management services to investment limited partnerships, individuals, pension and profit-sharing plans, endowments, trusts, estates, charitable organizations, corporations and business entities and other investment advisers and funeral trusts. | Miembro del Comité de Inversión | 01/09/2010 | - |
| Gestor de Cartera-Acciones | 01/09/2010 | - |
Formación de Jake Marshall.
| Emory University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 3 |
Operativa
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectorial
| Finance | 2 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Kings Point Capital Management LLC
Kings Point Capital Management LLC Investment ManagersFinance Kings Point Capital Management LLC (KPCM) is a wealth management firm headquartered in Great Neck, New York. The firm was founded by Jack Salzman and Jeffrey Bates in 1998. They were acquired by Wealth Enhancement Group LLC in 2022. KPCM provides investment consulting and investment management services to investment limited partnerships, individuals, pension and profit-sharing plans, endowments, trusts, estates, charitable organizations, corporations and business entities and other investment advisers and funeral trusts. | Finance |
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